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U.S. Building Products Industry Analysis

UpdatedSep 13, 2026
DataAggregated Company Financials
Companies52
  • 7D-2.3%
  • 3M-10.2%
  • 1Y-1.6%
  • YTDn/a

Over the last 7 days, the Building Products industry has dropped 2.3%, driven by a pullback from Carrier Global of 3.8%. Over the last year, the industry has been flat overall. Looking forward, earnings are forecast to grow by 21% annually.

Industry Valuation and Performance

Has the U.S. Building Products Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 13 Sep 2026US$403.3bUS$169.8bUS$12.4b20.9x32.4x2.4x
Tue, 11 Aug 2026US$447.6bUS$169.4bUS$11.2b23.2x39.9x2.6x
Thu, 09 Jul 2026US$435.6bUS$161.9bUS$11.2b21.4x38.7x2.7x
Sat, 06 Jun 2026US$437.4bUS$161.9bUS$11.3b20.3x38.7x2.7x
Mon, 04 May 2026US$440.9bUS$162.1bUS$11.5b21.7x38.3x2.7x
Wed, 01 Apr 2026US$364.6bUS$158.6bUS$11.8b19.9x30.9x2.3x
Fri, 27 Feb 2026US$424.2bUS$158.4bUS$12.0b23.1x35.5x2.7x
Sun, 25 Jan 2026US$381.1bUS$163.7bUS$11.6b21.2x33x2.3x
Tue, 23 Dec 2025US$370.4bUS$163.6bUS$11.6b19.4x32x2.3x
Thu, 20 Nov 2025US$352.1bUS$161.0bUS$11.1b16.7x31.8x2.2x
Sat, 18 Oct 2025US$381.5bUS$161.0bUS$12.6b20.4x30.3x2.4x
Mon, 15 Sep 2025US$391.1bUS$160.9bUS$12.5b23.3x31.2x2.4x
Wed, 13 Aug 2025US$391.5bUS$160.7bUS$12.9b23.3x30.4x2.4x
Fri, 11 Jul 2025US$407.1bUS$162.0bUS$14.0b21.6x29.1x2.5x
Sun, 08 Jun 2025US$397.0bUS$163.5bUS$14.0b21.4x28.3x2.4x
Tue, 06 May 2025US$384.5bUS$162.9bUS$13.6b20x28.3x2.4x
Thu, 03 Apr 2025US$356.7bUS$162.6bUS$13.4b20.7x26.6x2.2x
Sat, 01 Mar 2025US$365.8bUS$162.5bUS$13.4b20.9x27.3x2.3x
Mon, 27 Jan 2025US$411.3bUS$163.6bUS$14.3b20.8x28.7x2.5x
Wed, 25 Dec 2024US$396.5bUS$163.6bUS$14.3b21.9x27.7x2.4x
Fri, 22 Nov 2024US$422.7bUS$162.3bUS$14.3b21.9x29.6x2.6x
Sun, 20 Oct 2024US$431.7bUS$164.3bUS$16.4b24.1x26.3x2.6x
Tue, 17 Sep 2024US$399.4bUS$164.3bUS$16.4b21.9x24.3x2.4x
Thu, 15 Aug 2024US$369.1bUS$164.4bUS$16.4b20.4x22.5x2.2x
Sat, 13 Jul 2024US$378.3bUS$162.7bUS$14.2b21.5x26.6x2.3x
Mon, 10 Jun 2024US$363.5bUS$163.8bUS$14.3b19.9x25.3x2.2x
Wed, 08 May 2024US$374.2bUS$166.5bUS$14.3b21.7x26.1x2.2x
Fri, 05 Apr 2024US$374.1bUS$165.2bUS$14.7b23.3x25.4x2.3x
Sun, 03 Mar 2024US$361.5bUS$166.7bUS$14.8b22.9x24.4x2.2x
Tue, 30 Jan 2024US$333.7bUS$175.3bUS$14.8b20.4x22.5x1.9x
Thu, 28 Dec 2023US$335.8bUS$175.3bUS$14.8b20.6x22.7x1.9x
Sat, 25 Nov 2023US$297.9bUS$175.2bUS$15.0b17.1x19.9x1.7x
Mon, 23 Oct 2023US$249.6bUS$171.8bUS$14.8b16.5x16.9x1.5x
Wed, 20 Sep 2023US$277.8bUS$171.9bUS$14.8b17.5x18.7x1.6x
Price to Earnings Ratio

18.7x


Total Market Cap: US$277.8bTotal Earnings: US$14.8bTotal Revenue: US$171.9bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Building Products Industry Price to Earnings3Y Average 28.6x202420252026
Current Industry PE
  • Investors are optimistic on the American Building Products industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 32.4x which is higher than its 3-year average PE of 28.6x.
  • The industry is trading close to its 3-year average PS ratio of 2.3x.
Past Earnings Growth
  • The earnings for companies in the Building Products industry have declined 5.7% per year over the last three years.
  • Meanwhile revenues have remained mostly flat.
  • This means that although sales have remained flat, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.

Industry Comparison

How does U.S. Building Products compare with similar industries?

US Market-0.94%
Industrials-1.73%
Building-2.35%
Building Products-2.35%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
JCI Johnson Controls InternationalUS$146.010.7%
+US$648.1m		35.8%PE40.6x
BNC CEA IndustriesUS$4.8037.5%
+US$53.6m		-71.3%PE1.9x
AAON AAONUS$79.800.5%
+US$32.6m		-2.9%PE41.3x
CSTE CaesarstoneUS$3.197.4%
+US$7.6m		127.9%PS0.3x
ILAG Intelligent Living Application GroupUS$2.962.1%
+US$124.6k		-54.5%PS1.4x

Latest News

JCI
US$146.01
Johnson Controls International
7D
0.7%
1Y
35.8%
CSL
US$335.24
Carlisle Companies
7D
-4.8%
1Y
-8.3%
TT
US$442.52
Trane Technologies
7D
-1.2%
1Y
10.4%
BLDR
US$60.37
Builders FirstSource
7D
-8.2%
1Y
-57.7%
Seeking Alpha • Sep 10

Builders FirstSource: Housing Weakness Still Clouds The Recovery

Summary I assign a Hold rating to Builders FirstSource, citing cyclical EPS compression driven by a housing downturn and elevated mortgage rates. BLDR's FY26 sales guidance was cut to $14.0–$14.8B, reflecting sustained weakness in single-family and multifamily construction volumes. Margin compression is expected, with adjusted EBITDA margin guidance lowered to 7.1–8.1% due to volume deleverage and freight inflation. I would revisit a buy if gross margins stabilize or single-family starts inflect positively, as current macro headwinds limit near-term upside. Read the full article on Seeking Alpha
WMS
US$127.88
Advanced Drainage Systems
7D
-5.8%
1Y
-9.6%
Seeking Alpha • Sep 08

Advanced Drainage Systems: Structural Share Gains And NDS Synergies Support A Buy

Summary Advanced Drainage Systems is rated Buy, supported by secular growth, business mix improvement, and acquisition synergies. WMS outperforms construction markets via thermoplastic pipe share gains and specification-driven selling, driving sustained revenue growth. Transitioning toward higher-margin allied and wastewater products, now 48% of revenue, enhances profitability and reduces resin dependency. NDS acquisition expands channel reach and offers $50M cross-selling and $25M cost synergy potential, supporting margin and revenue upside. Read the full article on Seeking Alpha
OC
US$131.90
Owens Corning
7D
-4.9%
1Y
-13.4%
Narrative Update • Sep 03

OC: Buybacks And Leadership Changes Will Support Stronger Future Return Profile

Owens Corning's analyst price target has been revised from about $135 to about $150, as analysts factor in updated assumptions on discount rate, revenue growth, profit margin and future P/E for the stock. What’s in the News for Owens Corning Owens Corning completed a share repurchase of 10,000,000 shares, representing 11.79% of the company, for US$1,397.56 million under the buyback first announced on December 2, 2022.
LII
US$366.04
Lennox International
7D
-6.3%
1Y
-32.8%
Narrative Update • Sep 03

LII: Buybacks And Index Additions Will Support Future Earnings Resilience

Analysts have trimmed their price target for Lennox International to about $511 from roughly $539, reflecting updated assumptions for fair value, discount rate, revenue growth, profit margins, and future P/E levels. What’s in the News for Lennox International Lennox International updated full year 2026 earnings guidance, with earnings per share now guided to a range of $23.00 to $24.00 compared with the prior range of $23.50 to $25.00.
AAON
US$79.80
AAON
7D
0.5%
1Y
-2.9%
MAS
US$68.52
Masco
7D
-5.7%
1Y
-6.9%
CSTE
US$3.19
Caesarstone
7D
7.4%
1Y
127.9%
CARR
US$57.46
Carrier Global
7D
-3.8%
1Y
-6.8%
BNC
US$4.80
CEA Industries
7D
37.5%
1Y
-71.3%
ILAG
US$2.96
Intelligent Living Application Group
7D
2.1%
1Y
-54.5%